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Financial Services

Shepherd Financial Services strives to meet your investment needs every day. We offer a wide array of products from a variety of vendors. We focus on guiding you through the fog of the market so we can achieve your long-term investment goals together. We can design a custom investment portfolio for you including the following products and many others:

• Mutual Funds • 401(k) and 403 (b)
• College Savings Plans • Income Annuities
• IRAs/Roth IRAs • Wrap Accounts
• Life Insurance • Buy/Sell Agreements
• Tax Savings • Investment Products
 
For more information on any of the above please call or visit any of our offices.
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1200 West Carmel Drive • Carmel IN 46032
PH (317)846.5554 • FX (317)571.0386
Copyright © 2001-2008 Shepherd Insurance & Financial Services ~ All Rights Reserved.

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